Whether you're fine-tuning your personal objectives or refining objectives within the planning module, we're here to equip you with the tools to edit with precision. From swift adjustments via your personal dashboard to navigating the planning filters, this guide ensures seamless objective management. Let's embark on the journey of refining your goals with ease and efficiency!
Quick Steps
- From your dashboard, select Objectives
- Click on the name of the objective you would like to edit
- Make any necessary changes and click Save
- Fill in any sub-tabs as necessary and Save
Need More Detailed Help?
Editing Objectives via the Personal Dashboard
To edit an objective you are personally responsible for, click the Objectives tab from your Dashboard. You will then be shown all objectives where you are the responsible staff member.
Click the objective title or the Edit option, and a box will appear, allowing you to make quick changes to your objective. For more information on each section within an objective, please see the Creating Objectives guide.
Save each edited section as you go and click Finish Editing when done.
Editing Objectives via Planning
To edit a objective you are not responsible for, navigate to the Planning area of the system.
Filters you have created will appear in the central drop-down menu on the planning menu. You can then use the filters on this dashboard to refine your results.
The number next to the View button represents how many objectives will be returned when you click it. That number is based on the filters you applied on the dashboard.
When you are happy to proceed, click View. The system will then return the objectives according to your applied filter. The image below shows what this will look like, but hopefully, you'll have a much better array of objectives to choose from! To edit an objective, click on the objective name.
If you notice any objectives that are greyed out, they are on a performance review that is not yet agreed. The review that the objective is attached to would need to be agreed by both parties to become editable. The Mid-Year Reviews guide has more information on this.
Once you click the objective name, you will be taken inside the objective, where you can make any necessary changes. For more information on each section within an objective, please see the Creating Objectives guide.
Editing Development Plan Objectives
Quick Steps
- Navigate to Planning and select View under All Objectives
- Click on the name of the objective you would like to edit
- Make any necessary changes and click Save
- Fill in any sub-tabs as necessary and Save
Need More Detailed Help?
To edit objectives on your development plan, click Planning and select View under the All Objectives heading.
On the next page, click New Filter. This will allow you to create your customised filter. Click on the drop-down marked Other in this filter menu and select Only Objectives in my Development Plan.
You can either hit Apply here to run that search or save this filter for a later date, meaning you can run it directly from your planning dashboard in the future. Add a name in the Filter Name field and click Save to keep that filter.
Your custom filter will then be available from the Filter dropdown on the planning dashboard. To run that search, select your filter and click the View button.
You will then be taken to your objectives list, filtered for just objectives on your development plan. You can then begin editing your objectives by clicking on their name and following the steps further up in this guide.
Alternatively, you can edit your objectives from the Plan Edit page. Details about how to do this can be found in this guide.